True Wealth Design, LLC Purchases in Q3 2025

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BDN
Brandywine Realty Trust

Real Estate
31
New
$3.81 - $4.58 $118 - $142
31 $130K
Princeton Bancorp Inc
4
+ 400.0%
N/A
5 $160K
VABK
Virginia National Bankshares Corp

Financial Services
3
+ 75.0%
$36.6 - $42.35 $110 - $127
7 $272K
ZG
Zillow Group, Inc.

Communication Services
1
+ 12.5%
$68.95 - $86.76 $69 - $86.8
9 $670K
AROW
Arrow Financial Corp

Financial Services
4
+ 100.0%
$26.16 - $29.8 $105 - $119
8 $227K
Flowco Hldgs Inc
9
+ 180.0%
N/A
14 $208K
PBFS
Pioneer Bancorp, Inc.

Financial Services
6
+ 17.14%
$11.89 - $13.58 $71.3 - $81.5
41 $536K
MNSO
Miniso Group Holding LTD

Consumer Cyclical
5
New
$17.56 - $26.63 $87.8 - $133
5 $113K
Gohealth Inc
31
+ 59.62%
N/A
83 $401K
RNST
Renasant Corp

Financial Services
3
New
$35.52 - $39.77 $107 - $119
3 $111K
VLGEA
Village Super Market Inc

Consumer Defensive
3
+ 100.0%
$33.6 - $39.74 $101 - $119
6 $225K
MITT
Ag Mortgage Investment Trust, Inc.

Real Estate
15
+ 300.0%
$6.97 - $7.85 $105 - $118
20 $145K
VVV
Valvoline Inc

Energy
3
+ 300.0%
$35.02 - $40.67 $105 - $122
4 $144K
CAL
Caleres Inc

Consumer Cyclical
8
New
$13.04 - $15.75 $104 - $126
8 $105K
Titan Amer Sa
7
New
N/A
7 $105K
CXW
Core Civic, Inc.

Real Estate
5
New
$19.6 - $22.53 $98 - $113
5 $102K
LMNR
Limoneira CO

Consumer Defensive
7
+ 233.33%
$14.68 - $16.52 $103 - $116
10 $149K
NTST
Netstreit Corp.

Real Estate
4
+ 14.81%
$16.82 - $18.96 $67.3 - $75.8
31 $560K
OMAB
Central North Airport Group

Industrials
1
+ 33.33%
$102.01 - $113.86 $102 - $114
4 $416K
RVMD
Revolution Medicines, Inc.

Healthcare
1
+ 20.0%
$34.7 - $46.7 $34.7 - $46.7
6 $281K
DEO
Diageo PLC

Consumer Defensive
1
New
$93.64 - $115.33 $93.6 - $115
1 $96K
MYFW
First Western Financial Inc

Financial Services
4
+ 100.0%
$20.53 - $24.77 $82.1 - $99.1
8 $185K
Leslies Inc
17
New
N/A
17 $94K
AJX
Great Ajax Corp.

Real Estate
37
New
N/A
37 $94K
UBFO
United Security Bancshares

Financial Services
10
New
$8.29 - $9.84 $82.9 - $98.4
10 $94K
BUR
Burford Capital LTD

Financial Services
21
+ 30.43%
$11.96 - $14.84 $251 - $312
90 $1.08M
FCAP
First Capital Inc

Financial Services
2
New
$35.1 - $46.0 $70.2 - $92
2 $92K
PAGS
Pag Seguro Digital Ltd.

Technology
3
+ 1.73%
$7.75 - $10.74 $23.3 - $32.2
176 $1.76M
ABM
Abm Industries Inc

Industrials
2
+ 200.0%
$44.78 - $49.66 $89.6 - $99.3
3 $139K
Middlefield Banc Corp
3
+ 300.0%
N/A
4 $121K
Two Hbrs Invt Corp
11
+ 52.38%
N/A
32 $316K
MDV
Modiv Inc.

Real Estate
6
New
$14.31 - $15.56 $85.9 - $93.4
6 $88K
USCB
Uscb Financial Holdings, Inc.

Financial Services
5
New
$16.08 - $18.51 $80.4 - $92.6
5 $88K
FCBC
First Community Bankshares Inc

Financial Services
3
+ 75.0%
$34.52 - $41.79 $104 - $125
7 $244K
RM
Regional Management Corp.

Financial Services
1
+ 20.0%
$29.2 - $45.54 $29.2 - $45.5
6 $234K
CUK
Carnival PLC

Consumer Cyclical
3
+ 60.0%
$26.04 - $29.57 $78.1 - $88.7
8 $212K
OB
Outbrain Inc.

Communication Services
55
+ 458.33%
$2.49 - $2.69 $137 - $148
67 $111K
SWBI
Smith & Wesson Brands, Inc.

Industrials
8
New
$7.74 - $9.83 $61.9 - $78.6
8 $79K
FOUR
Shift4 Payments, Inc.

Technology
1
New
$77.4 - $106.81 $77.4 - $107
1 $78K
MAPS
Wm Technology, Inc.

Technology
19
+ 8.96%
$0.88 - $1.3 $16.7 - $24.7
231 $268K
CDZI
Cadiz Inc

Utilities
16
New
$2.9 - $4.75 $46.4 - $76
16 $76K
EPSN
Epsilon Energy Ltd.

Energy
15
New
$4.93 - $7.52 $73.9 - $113
15 $76K
Paramount Skydance Corp
4
New
N/A
4 $76K
GGB
Gerdau S.A.

Basic Materials
21
+ 35.59%
$2.85 - $3.2 $59.9 - $67.2
80 $248K
MNTK
Montauk Renewables, Inc.

Utilities
42
+ 84.0%
$1.77 - $2.71 $74.3 - $114
92 $185K
EML
Eastern CO

Industrials
3
New
$21.52 - $26.77 $64.6 - $80.3
3 $71K
ISTR
Investar Holding Corp

Financial Services
3
New
$19.6 - $23.61 $58.8 - $70.8
3 $70K
GCBC
Greene County Bancorp Inc

Financial Services
3
+ 60.0%
$22.49 - $25.75 $67.5 - $77.3
8 $181K
Ni Hldgs Inc
5
+ 250.0%
N/A
7 $95K
Activity Summary
Buys All Purchases 1682 New Holdings 361 Increased Positions 1321 Sells All Sells 447 Reductions 447 Sold out 0 Options Calls 0 Puts 0
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